If you’re reading this blog, it’s probably because you want to make the most of the money you earn and make sure it’s protected for your future. The key question most clients ask us is, “What should I do with my money?” It’s an important question, but it typically requires more questions in response. That’s why we like to sit down with new clients and get to know them—the best use of your time and money will vary depending on your age, your goals, and your risk tolerance. Taxes also play a part when deciding how to best manage your money.
When determining how to protect and preserve your wealth, the important thing is that you’re asking the right person for guidance. With all the variables involved, you need a trusted financial expert who has the fiduciary responsibility to put your interest first. There are a lot of factors weighing on our minds this year, but the important thing to remember is that you have a trusted advisor in your corner at Herlong and Doran, and you control your finances—they don’t control you. Read more about responsibly managing your finances in our article, What Should I Do with My Money?
